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Vanguard S&P Mid-Cap 400 Value Idx I (VMFVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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346.48-2.99 (-0.86%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.90%
5-year average return9.05%
Number of years up9
Number of years down4
Best 1-yr total return (4 July 2024)34.12%
Worst 1-yr total return (4 July 2024)N/A
Best 3-yr total return34.12%
Worst 3-yr total return4.80%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnVMFVXCategory
YTD0.44%21.28%
1-month-1.91%-1.96%
3-month-3.53%4.90%
1-year8.12%55.83%
3-year4.60%11.08%
5-year9.49%11.93%
10-year8.13%10.64%
Last bull market25.67%25.54%
Last bear market-13.50%-22.08%

Annual total return (%) history

Year
VMFVXCategory
2024
N/AN/A
2023
15.35%N/A
2022
-7.00%N/A
2021
30.59%N/A
2020
3.70%2.63%
2019
26.00%25.18%
2018
-11.91%-12.86%
2017
12.27%13.22%
2016
26.45%18.06%
2015
-6.69%-5.41%
2014
12.00%9.31%
2013
34.12%35.14%
2012
18.48%16.60%
2011
-2.52%-3.96%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.12%-3.53%N/AN/A
20232.52%4.52%-5.24%13.60%
2022-0.62%-13.50%-4.03%12.73%
202118.42%3.82%-1.62%7.97%
2020-35.09%21.72%2.02%28.64%
201914.01%2.48%0.42%7.39%
2018-3.02%5.33%3.75%-16.88%
20172.65%0.54%3.25%5.35%
20166.33%3.65%4.51%9.78%
20152.81%-1.16%-10.15%2.20%
20143.96%5.80%-4.71%6.85%
201314.78%0.99%6.95%8.19%
201212.86%-4.13%4.78%4.52%
20118.88%-2.22%-20.95%15.83%

Rank in category (by total return)

YTD84
1-month45
3-month41
1-year75
3-year60
5-year43

Load adjusted returns

1-year8.12%
3-year4.60%
5-year9.49%
10-year8.13%